Longreach Private Wealth

Financial Services • Perth, Western Australia, Australia • 1-10 Employees

Company overview

Headquarters	221 St Georges Ter, Level 17, Forrest Centre, Perth, Western Australia 6000, AU
Phone number	+61893227818
Website	longreachprivatewealth.com
NAICS	52
Keywords	Investment Management, Superannuation, Philanthropy, Estate Planning, Retirement Planning, Financial Advice, Wealth Management, Personal Insurance, Smsf, Aged Care, Goals Based Advice, Cashflow And Debt Management
Founded	2021
Employees	1-10
Socials

Key Contact at Longreach Private Wealth

Peter Dowling

Director and Senior Adviser

Longreach Private Wealth Email Formats

Longreach Private Wealth uses 1 email format. The most common is {first initial} (e.g., j@longreachprivatewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@longreachprivatewealth.com	100%

About Longreach Private Wealth

Longreach Private Wealth was established with the aim of delivering personalised and unbiased financial planning advice. Goals based advice is at the core of our offering. Conversations to develop and define your goals and implementing strategies to improve your probabilities of achieving these outcomes. For transparency and to align our interests, we adopt a "fee for service" pricing model, agreed in advance, reviewed annually and charged as a flat dollar amount. We work with individuals, family groups and business owners who seek quality strategic financial advice and an ongoing relationship. Our engagements are flexible, including "one-off" pieces of advice to address a specific issue and ongoing arrangements based around regular progress meetings. We believe in collaboration, working closely with other professionals such as your accountant and lawyer, to deliver consistent and comprehensive advice solutions. Clients tell us they value our straight-forward approach, technical expertise and our ongoing relationship. We are guided by the fiduciary duty - always acting in the best interests of our clients.

Longreach Private Wealth revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Longreach Private Wealth has never raised funding before.

Longreach Private Wealth Tech Stack

Discover the technologies and tools that power Longreach Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

lit-html

JavaScript libraries

Squarespace Commerce

Ecommerce

reCAPTCHA

Security

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

lit-element

JavaScript libraries

Cart Functionality

Ecommerce

Google Maps

Maps

Frequently asked questions

Longreach Private Wealth is located in Perth, Western Australia, AU.

You can reach Longreach Private Wealth at +61893227818.

Longreach Private Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Longreach Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Longreach Private Wealth

Peter Dowling

Director and Senior Adviser

4.8

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